SalesDirector.ai is now available inside Salesforce.com Get it Now This initial version provides for: - Real Time Sync between SalesDirector.ai and Salesforce (without the AppExchange AddIn there is up to a 2 hour delay in Opportunity Data Sync) - Effortless navigation between the 2 systems - Works on both Salesforce Classic and Lightning The next version which is due to be released in the next couple of weeks will make some of the SalesDirector.ai
Today we announce the availability of Rich Text Templates/Milestones in SalesDirector.ai along with our new Gmail AddIn.
If you are running in Level 3 mode, which introduces Customer Verifyable Outcomes or Milestones to the Selling Process, you can now include formatting, bullets, links, images, etc... intro your Templates. Our previous version only had plain text
As you probably know, we do Sentiment Analysis on communications (mostly email and notes) between you and the Prospect or Customer. This sentiment is used as an input to the risk score of the Opportunity and determines if your Buyer is a Promoter or Detractor. For our customers who do business internationally and have Sales Offices in places such as Europe, South or Central America its critical we cover that communication in the same manner as the
SalesDirector.ai prides itself on the guiding principal of "No Data Entry". Today we capture Contacts automatically based on your communications with those prospects or leads and associated them with the right Opportunities. What we typically automatically capture is Name and Email, but what about things like Title, Office Phone, Mobile Phone, etc... These things are typically available in their Email Signature, and since we are already analyzing the emails why not extract that as well. Well, that's exactly
Lots of improvements across the board here for the balance of August. Including:
Service Desk Data Integration
For those companies who provide a service both pre sales (free trials perhaps) and post sales (renewals/upsells) understanding the
Another solid week behind us. Below is a snapshot of the latest product improvements. Cycle Time Report Improvements
SalesDirector introduces 3 different levels of Sales Maturity the platform can run on. Level 1 The basic level of sales engagement. It answers the questions such as: Are my reps engaging with the prospects? How recent? How frequent? How many people are we engaged with? What is the Sentiment of these Relationships? Is my relationship Balanced or is this a One way Conversation? Is the deal following my “normal” deal cycle? Level 2 Gets you everything you see in Level 1, but additionally introduces the
CSV Automation For those of you who aren’t able to connect your CRM directly to SalesDirector.ai, perhaps because you are on a non supported CRM or for any other reason. You can now automate your CSV uploads via Dropbox or Google Drive. Navigate to Setup -> Import CSV and you will see a couple of different automation options including Dropbox and Google Drive. Additionally, we also support Google Sheets as a replacement to CSV. Meaning that you could be